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Dec 6, 2013 3:00pm EST
to knitting on the portfolio management skills. >> you look at the market, what jumps out at you, michele? >> every single cycle there's a moment where the market turns. where good news starts out bad news because you worry about the fed, right, et cetera. the fed will get easier whether it's taper or raising rates. and then good news becomes good point. feels like we hit that point. the underlying economy is what drives the stock market. >> are we having a moment here, evan? >> there is a moment. it's not just between the two of us. i think the big story is, we are looking -- i'm going to call it the official end of the 31-year run of a bull market in bonds. >> wait a minute. >> i heard that before. >> you just said 31. >> i think it's 31. i think it's 31. >> people have been saying 30. they've been wrong. >> i think it's 31. i think it's important because what's going to happen in the next few months, it seems very unlikely, given the employment report and what's going on with some of the numbers, gdp numbers, that the ten-year yield will ever move down below 2.50 again. >> to what, sno
Dec 9, 2013 3:00pm EST
funds, for example. michele caruso cabrera will join us to describe the implications. >> let's get a quick check of markets. starting off pretty quiet. the dow is adding 16 points. a couple points higher on the nasdaq. on s&p 500 perhaps more significantly, bill are simply the levels we're looking at. 16,000 plus on the dow. 4,067 on s&p. >> let's talk about today's market action in our "closing bell" exchange with jem ma godfrey, we have anthony chan from chase,on n onon john naplatano and gem you tweeted, the headline allocation. >> we're starting to see rally fatigue. we think that will support the rally. good news is good news and bad news is good news. the fed is likely to remain supportive. this rally fatigue means people are reallocating away from growth into value. the biggest beneficiaries of this could be let's say, european equities over u.s. equities where valuations are looking tight. and opportunities within the financial sector and also risks there so you have to be selective. >> we'll get to that in a second. on this point about how expensi
Search Results 0 to 1 of about 2